Purchases and Sales Made in Q1 2025 in Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG AWARE U.S. AGGREGA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
469+ 6.73% |
$21.5K - $22.3K
|
7.44K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
462+ 3.74% |
$21.2K - $22K
|
12.8K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
455+ 8.28% |
$20.9K - $21.6K
|
5.95K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
447New |
$20.5K - $21.3K
|
447
$21K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
446+ 7.2% |
$20.5K - $21.2K
|
6.64K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
425New |
$19.5K - $20.2K
|
425
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
421+ 0.96% |
$19.3K - $20K
|
44.1K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
388+ 2.55% |
$17.8K - $18.5K
|
15.6K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
386+ 4.12% |
$17.7K - $18.4K
|
9.76K
$459K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
385New |
$17.7K - $18.3K
|
385
$18.1K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
333+ 2.58% |
$15.3K - $15.8K
|
13.2K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
315+ 1.74% |
$14.5K - $15K
|
18.4K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
309+ 0.64% |
$14.2K - $14.7K
|
48.8K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
282+ 5.23% |
$12.9K - $13.4K
|
5.68K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
274+ 5.39% |
$12.6K - $13K
|
5.36K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
240+ 0.83% |
$11K - $11.4K
|
29.2K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
237+ 3.02% |
$10.9K - $11.3K
|
8.08K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 3.14% |
$10.3K - $10.7K
|
7.38K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224+ 23.91% |
$10.3K - $10.7K
|
1.16K
$54.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
206+ 41.96% |
$9.46K - $9.8K
|
697
$32.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 72.04% |
$9.23K - $9.56K
|
480
$22.6K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
191+ 3.04% |
$8.77K - $9.09K
|
6.48K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 0.45% |
$8.4K - $8.71K
|
40.9K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176New |
$8.08K - $8.37K
|
176
$8.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
169+ 0.97% |
$7.76K - $8.04K
|
17.6K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
152+ 2.14% |
$6.98K - $7.23K
|
7.24K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
145+ 8.44% |
$6.66K - $6.9K
|
1.86K
$87.5K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
140New |
$6.43K - $6.66K
|
140
$6.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
83+ 296.43% |
$3.81K - $3.95K
|
111
$5.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
80+ 1.63% |
$3.67K - $3.81K
|
4.99K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 0.73% |
$3.35K - $3.47K
|
10K
$471K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
57+ 0.49% |
$2.62K - $2.71K
|
11.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.74% |
$2.3K - $2.38K
|
6.78K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.27% |
$1.88K - $1.95K
|
15.5K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38+ 21.47% |
$1.74K - $1.81K
|
215
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
36+ 0.17% |
$1.65K - $1.71K
|
21.6K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.55% |
$1.56K - $1.62K
|
6.19K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 6.91% |
$1.47K - $1.52K
|
495
$23.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
25+ 0.26% |
$1.15K - $1.19K
|
9.72K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20+ 0.36% |
$918 - $952
|
5.52K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$918 - $952
|
3.94K
$185K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17New |
$781 - $809
|
17
$799
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.06% |
$643 - $666
|
21.9K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11+ 0.01% |
$505 - $523
|
84.2K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
9+ 1.66% |
$413 - $428
|
552
$25.9K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.32% |
$276 - $285
|
1.86K
$87.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.73% |
$184 - $190
|
552
$25.9K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$138 - $143
|
447
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 6.25% |
$45.9 - $47.6
|
17
$799
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.52% |
$45.9 - $47.6
|
67
$3.15K
|